LexAurum Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

LexAurum Advisors’s Portfolio VGLT Stock Details VGLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,209	Closed	-$733K	–	311
2023 Q3	$733K	Sell	13,209 -104	-0.8%	-$6.21K	0.21%	105
2023 Q2	$846K	Sell	13,313 -723	-5%	-$46.4K	0.25%	85
2023 Q1	$919K	Buy	14,036 +3,427	+32%	+$221K	0.31%	71
2022 Q4	$654K	Hold	10,609	–	–	0.23%	97
2022 Q3	$668K	Buy	+10,609	New	+$731K	0.26%	82

Other funds holding VGLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LexAurum Advisors's VGLT Position: Q4 2023 in Review

LexAurum Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2023, closing a stake of 13,209 shares — an estimated $733K sold.

LexAurum Advisors first reported a position in VGLT in Q3 2022 and held it in 5 quarters. The position peaked at $919K in Q1 2023. 352 funds tracked by Wall St. Rank hold VGLT as of Q4 2023.

LexAurum Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
LexAurum Advisors sold 13,209 Vanguard Long-Term Treasury ETF shares in Q4 2023, an estimated $733K.
LexAurum Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q3 2022 and held it in 5 quarters.
LexAurum Advisors's Vanguard Long-Term Treasury ETF position peaked at $919K in Q1 2023.
352 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2023.

Based on LexAurum Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.